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PNC Financial Services

1,417 hedge funds and large institutions have $41.1B invested in PNC Financial Services in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 591 increasing their positions, 498 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $654M | Put options by funds: $502M

19% more repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 498

0.9% less ownership

Funds ownership: 81.76%80.85% (-0.9%)

4% less funds holding

Funds holding: 1,4781,417 (-61)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 150

21% less capital invested

Capital invested by funds: $52.1B → $41.1B (-$11B)

Holders
1,417
Holders Change
-61
Holders Change %
-4.13%
% of All Funds
22.58%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
121
Increased
591
Reduced
498
Closed
150
Calls
$654M
Puts
$502M
Net Calls
+$152M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
676
Dumont & Blake Investment Advisors
New Jersey
$978K -$12.8K -85 -1%
WPA
677
West Paces Advisors
Georgia
$970K -$27.7K -184 -2%
WCM
678
Weik Capital Management
Pennsylvania
$970K +$735K +4,875 +177%
O
679
Ossiam
France
$968K -$15.2K -101 -1%
N
680
Natixis
France
$957K +$1.12M +7,445 +9,079%
TMAM
681
Tokio Marine Asset Management
Japan
$956K +$154K +1,021 +16%
JWCA
682
J.W. Coons Advisors
Ohio
$955K
FFA
683
Fragasso Financial Advisors
Pennsylvania
$953K +$15.8K +105 +1%
PA
684
Procyon Advisors
Connecticut
$948K +$102K +678 +10%
BIM
685
Baldwin Investment Management
Pennsylvania
$940K -$652K -4,322 -37%
ONB
686
Old National Bancorp
Indiana
$937K -$42.7K -283 -4%
PTC
687
Private Trust Company
Ohio
$934K -$14.8K -98 -1%
BMCM
688
Black Maple Capital Management
Wisconsin
$928K +$1.1M +7,300 New
AAM
689
Aureus Asset Management
Massachusetts
$922K
BOPW
690
Brandywine Oak Private Wealth
Pennsylvania
$921K
ZIC
691
ZWJ Investment Counsel
Georgia
$921K -$276K -1,832 -20%
CAM
692
Chesapeake Asset Management
New York
$920K +$1.09M +7,240 New
NHC
693
Nicholas Hoffman & Company
Georgia
$918K -$85.2K -565 -7%
MWM
694
Marion Wealth Management
Pennsylvania
$918K +$49.2K +326 +5%
PPC
695
Park Place Capital
Alabama
$910K +$128K +848 +13%
ISWM
696
Independent Solutions Wealth Management
New York
$909K +$57.1K +379 +6%
WG
697
Winton Group
United Kingdom
$909K +$306K +2,027 +40%
Nomura Holdings
698
Nomura Holdings
Japan
$906K -$992K -6,580 -48%
ANTB
699
AMG National Trust Bank
Colorado
$904K +$17K +113 +2%
OIAM
700
OFI Invest Asset Management
France
$903K +$17.3M +114,771 New

PNC Hedge Fund Activity: Q1 2023 in Review

1,417 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2023, worth a combined $41.1B — down 21% from $52.1B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of PNC and 121 opened new positions — a net loss of 29 holders — while 498 trimmed existing stakes and 591 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Capital Research Global Investors, cutting an estimated $1.84B.

  • 1,417 institutional investors held PNC Financial Services (PNC) as of Q1 2023, down from 1,478 in Q4 2022.
  • Funds reported $41.1B of PNC Financial Services stock for Q1 2023, down 21% quarter-over-quarter.
  • 121 funds opened new PNC Financial Services positions in Q1 2023 and 150 closed out, a net change of -29 holders.
  • The largest PNC Financial Services buyer in Q1 2023 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest PNC Financial Services seller in Q1 2023 was Capital Research Global Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2023.